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Salesforce Winter ‘24 Release: Account Engagement New Features

Salesforce Winter ‘24 Release: Account Engagement New Features

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Salesforce winter ‘24 release notes are out! Here are the most important features coming to Account Engagement that marketers should know about.

Winter ’24 Highlights for Marketers

Highlight #1 – Engagement Studio Program wait times less than 1 day!

Marketers have been keeping their fingers crossed for this feature for a long time, and it received over 8k points in the IdeaExchange.

With the Winter ‘24 release, you’ll be able to set Engagement Studio Program wait steps to 2-8 hours. This will be especially helpful if you’d like to give other processes time to run before moving onto next steps or before syncing the Prospect to Salesforce. This feature will be available to all Account Engagement Editions. 

Get an in-depth look at the new feature in this post – Shorter Wait Steps in Engagement Studio Are Here.

Highlight #2 – Sandbox to Production Flow

Details are sparse on this new feature, but it appears orgs will be provided with an example flow that can be copied and used to push Account Engagement Sandbox assets to Account Engagement Production. No details on which aspects of Sandbox will be able to be pushed to Production, but I have a feeling it will be somewhat similar to the Bulk Assets Copy Flow for multiple Business Units. 

Highlight #3 – Review Email Templates with Invalid Senders

New Domain restrictions took effect in the Spring ‘23 release. As a result, you will now be prevented from sending an Account Engagement email with a sender from an unverified email domain. This is aimed to help protect your sender reputation.

This new feature will allow you to identify which email templates currently have an unverified sender so you can easily update them and keep using the email template. These notifications are already showing up in Optimizer, so may be able to proactively check for this issue rather than waiting until the release is out. To check, navigate to Account Engagement Settings > Optimizer and look for any Configuration Issues with “Sender email address with an unverified domain.”

Highlight #4 – Change Monitor Histogram

Account Engagement Optimizer is also getting a new feature that will allow you to review Prospect changes. Details on this new feature are a little sparse. Optimizer already has a way to view Prospect Changes (discussed in our Everything You Need to Know About the Account Engagement Optimizer blog post), so my guess is this view is going to have new and improved ways to filter and chart the data. 

Highlight #5 – Restrict which domains can iframe Account Engagement Assets

With the Winter ‘24 release you can now restrict which domains Account Engagement assets, such as forms and landing pages, can be iframed on, or restrict iframing assets all together. This helps you ensure your assets can’t be used on websites you don’t own, such as competitors or partners, as well as ensure assets are only iframed on the domains belonging to that particular Business Unit. 

Business Units created after the Winter ‘24 release will have iframing restricted by default.

A Few Other Salesforce Winter ‘24 Updates

Which Salesforce Winter ‘24 features are you most excited about? Let us know in the comments!

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  • Erin Duncan is the Account Engagement Product Director at Sercante. Erin is 8x Salesforce certified and has 12+ years of experience as a Salesforce and Account Engagement Admin. She is the leader of the Atlanta B2B Marketers User Group, the leader of the Pardashian Slack group, and a Salesforce Marketing Champion.

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